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Kennedy Wealth and Tax Management, Inc. is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Kennedy Wealth and Tax Management, Inc. and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Kennedy Wealth and Tax Management, Inc. unless a client service agreement is in place.

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Our Company

We realized from the beginning that to provide outstanding client service, we had to be independent. Free to make choices and decisions in a way to best serve our clients. Free to help our clients attain financial security based on their individual goals and not have to satisfy a sales quota. And free to learn what matters most to our clients.

We build deep, lifelong personal relationships with our clients based upon trust, unbiased advice, and outstanding customer service. We have been pleased to watch our clients grow and prosper through these enduring relationships.